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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,649 | $175,259-13.5% | $149,723+1.3% | $139,487+8.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 19.42% | 166.82%-147.4pp | 134.50%-115.1pp | 373.84%-354.4pp |
| Employer contribution / active EE | $1,776 | $5,478-67.6% | $4,821-63.2% | $4,755-62.6% |
| Participant deferral / active EE | $4,117 | $6,522-36.9% | $5,682-27.5% | $6,713-38.7% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |